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HVT vs SPY

Comparison between Haverty Furniture Cos. Inc (HVT, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed HVT, delivering a return of +13.8% compared to -7.4%

HVT vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
HVT
$441M
Winner
SPY
$784B
Expense Ratio
HVT
N/A
SPY
0.09%
Max Drawdown
HVT
68.87%
Winner
SPY
56.47%
Sharpe Ratio
HVT
0.75
Winner
SPY
1.56
5Y Beta
Winner
HVT
0.88
SPY
1.00
Industry
HVT
Home Improvement Retail
SPY
N/A
P/E Ratio
Winner
HVT
19.12
SPY
28.29
Forward P/E
Winner
HVT
13.72
SPY
21.75
PEG Ratio
HVT
1.12
SPY
N/A
Dividend Yield
HVT
5.42%
SPY
N/A
5Y Dividends CAGR
HVT
-11.72%
Winner
SPY
5.43%
5Y EPS CAGR
HVT
N/A
SPY
25.98%
Debt to Equity
Winner
HVT
0.00%
SPY
30.79%
Free Cash Flow Yield
HVT
5.23%
SPY
N/A
P/S Ratio
Winner
HVT
0.49
SPY
3.79
P/B Ratio
Winner
HVT
1.23
SPY
5.67

HVT vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HVT
+15.49%
SPY
+2.12%
3M
HVT
+11.06%
Winner
SPY
+13.14%
6M
HVT
-2.54%
Winner
SPY
+11.52%
1Y
HVT
+24.79%
Winner
SPY
+26.68%
5Y(CAGR)
HVT
-7.42%
Winner
SPY
+13.75%
10Y(CAGR)
HVT
+9.05%
Winner
SPY
+15.65%
Max(CAGR)
HVT
+5.74%
Winner
SPY
+8.56%

HVT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHVTSPY
2026+3.46%+10.80%
2025+13.01%+18.00%
2024-35.19%+25.59%
2023+26.83%+26.72%
2022+4.56%-18.64%
2021+12.35%+30.52%
2020+57.59%+17.28%
2019+9.78%+31.09%
2018-10.40%-5.24%
2017-2.81%+20.78%
2016+20.96%+13.59%
2015-1.12%+1.31%
2014-25.16%+14.56%
2013+89.49%+29.00%
2012+57.82%+14.17%
2011-18.22%+0.85%
2010-5.07%+13.14%
2009+45.87%+22.67%
2008+14.21%-36.25%
2007-38.86%+5.32%
2006+14.77%+13.85%
2005-24.10%+5.32%
2004-7.16%+10.75%
2003+51.45%+24.18%
2002-12.89%-22.42%
2001+67.01%-10.13%
2000-13.02%-8.84%
1999-8.68%+8.61%

HVT vs SPY Drawdown Comparison

The maximum drawdown for HVT was -66.45%, occurring on Jan 9, 2008. Recovery took 2340 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current HVT drawdown is -39.09%. The current SPY drawdown is -0.62%.

RankHVTSPY
#1-66.45%
Dec 2, 2003 - Mar 21, 2013		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-58.90%
Jun 7, 2021 - Apr 16, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-57.63%
Apr 17, 2019 - Oct 7, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-54.47%
Mar 4, 2002 - Oct 3, 2003		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-44.68%
Nov 18, 1999 - Feb 15, 2001		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-40.68%
Dec 20, 2013 - Oct 2, 2017		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-37.83%
Aug 15, 2001 - Nov 23, 2001		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-32.88%
Oct 5, 2017 - Apr 17, 2019		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-19.74%
Aug 5, 2013 - Oct 31, 2013		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-17.27%
Feb 15, 2001 - Aug 15, 2001		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-15.65%
Jun 4, 2013 - Jul 9, 2013		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-12.61%
Apr 29, 2021 - Jun 4, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-11.49%
Nov 24, 2020 - Dec 17, 2020		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-11.27%
Dec 6, 2001 - Dec 31, 2001		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-10.76%
Oct 15, 2020 - Oct 29, 2020		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between HVT and SPY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (1999 - 2026)

HVT vs SPY dividend yield comparison.

YearHVTSPY
20262.79%0.24%
20255.52%1.07%
20245.66%1.21%
20236.14%1.40%
20226.99%1.65%
20213.17%1.20%
202010.01%1.52%
20193.77%1.75%
20189.16%2.04%
20172.38%1.80%
20166.08%2.03%
20151.68%2.06%
20146.00%1.87%
20130.77%1.81%
20126.87%2.18%
20111.09%2.05%
20100.77%1.80%
20090.16%1.95%
20082.17%3.02%
20073.00%1.85%
20061.82%1.73%
20051.98%1.73%
20041.35%1.82%
20031.18%1.47%
20021.58%1.70%
20011.27%1.25%
20002.05%1.15%
19990.40%0.24%

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